AtriCure, Inc.(ATRC)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,594 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ATRC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AtriCure, Inc. (ATRC), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ATRC at 47.6/100 on a 32-signal composite quality model, placing it at rank #1,594 of 2,879 stocks — the bottom half of the AI-ranked universe. ATRC scores in the top quartile across revenue growth (75.5). Areas of concern include balance sheet strength (29.5) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), AtriCure, Inc. reports quarterly revenue of $141.2M, net income of $108.0K, an operating margin of 0.4%. Top institutional holders of ATRC by reported 13-F value include ALLIANCEBERNSTEIN L.P., BlackRock,, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. ATRC trades on the Nasdaq exchange and files with the SEC under CIK 1323885. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ATRC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AtriCure, Inc. directly from SEC EDGAR. AtriCure, Inc.'s 13F Pro composite quality score has ranged between 8 and 65 since 2021, currently 47.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$141.2M
Net Income
Q1 2026
$108.0K
Free Cash Flow
Q1 2026
$-7.8M
Operating Margin
Q1 2026
0.4%
ROIC
Q1 2026
0.1%
D/E Ratio
Q1 2026
0.12
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+14.9% YoYNet Income
+74.4% YoYOperating Income
+76.4% YoYEPS (Diluted)
+74.7% YoYTotal Assets
+7.4% YoYTotal Debt
-4.3% YoYOp. Cash Flow
+369.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $534.5M +14.9% | $465.3M +16.5% | $399.2M +73.0% | $230.8M +14.5% | $201.6M +15.4% | $174.7M |
| Net Income | $-11.4M +74.4% | $-44.7M -46.8% | $-30.4M +13.5% | $-35.2M -66.5% | $-21.1M +21.4% | $-26.9M |
| Operating Income | $-9.4M +76.4% | $-40.0M -50.0% | $-26.7M +19.4% | $-33.1M -93.4% | $-17.1M +31.4% | $-25.0M |
| EPS (Diluted) | $-0.24 +74.7% | $-0.95 -43.9% | $-0.66 +29.8% | $-0.94 | — | — |
| Total Assets | $654.2M +7.4% | $609.3M -0.7% | $613.9M +10.0% | $557.9M +56.4% | $356.8M +33.3% | $267.7M |
| Total Debt | $61.9M -4.3% | $64.7M +1.8% | $63.5M +5.9% | $60.0M +13.6% | $52.8M +41.1% | $37.4M |
| Operating Cash Flow | $57.3M +369.8% | $12.2M +172.2% | $4.5M +128.4% | $-15.8M -279.1% | $-4.2M +53.4% | $-8.9M |
AI Insight: ATRC Financial Trends
AtriCure reaches operating profitability in Q4 2025 for the first time in the observed period, with revenue up 21% year-over-year to $141M in Q1 2026.
• Revenue grew from $116M in Q2 2024 to $141M in Q1 2026, a sustained upward trajectory across eight consecutive quarters.
• Operating income turned positive at $2M in Q4 2025 and held at $1M in Q1 2026, reversing persistent operating losses.
• Net income improved from -$16M in Q4 2024 to $2M in Q4 2025, reaching near breakeven at $0M in Q1 2026.
• Total debt remained flat at $62M across most quarters, with equity rising from $461M to $492M, indicating no balance sheet deterioration.
⚠ Operating cash flow turned negative at -$4M in Q1 2026, mirroring the -$11M in Q1 2025; Q1 seasonality warrants monitoring.
⚠ Operating profitability is nascent — just $1M–$2M in the latest two quarters; any revenue deceleration could quickly reverse gains.
AI Insight: ATRC Ratio Trends
AtriCure crossed into operating profitability in Q3 2025 for the first time in the dataset, sustaining positive margins through Q1 2026 after a steep Q4 2024 trough.
• Operating margin improved from -11.7% in Q4 2024 to +1.8% in Q4 2025 and +0.4% in Q1 2026 — a dramatic multi-quarter recovery.
• ROIC turned positive at 0.1% in Q3 2025 and reached 1.8% in Q4 2025, ending a string of negative readings dating back to Q2 2024.
• Leverage (D/E) held steady at 0.12–0.14 throughout the period, showing no balance sheet deterioration during the loss phase.
• TTM net profit margin of -0.8% remains negative, reflecting the drag of earlier loss quarters despite recent improvement.
⚠ Q1 2026 operating margin slipped to 0.4% from Q4 2025's 1.8% — monitor whether this is seasonal softness or a trend reversal.
⚠ All profitability metrics only turned marginally positive; any revenue shortfall or cost pressure could quickly flip margins negative again.
Get alerted when ATRC's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for AtriCure, Inc. including:
Top Institutional Holders of ATRC
ALLIANCEBERNSTEIN L.P.
$128.9M3,258,872 shBlackRock, Inc.
$115.3M4,042,681 shWELLINGTON MANAGEMENT GROUP LLP
$96.5M3,382,555 shHood River Capital Management LLC
$88.9M3,117,545 shVANGUARD PORTFOLIO MANAGEMENT LLC
$77.1M2,702,632 shVANGUARD CAPITAL MANAGEMENT LLC
$61.5M2,155,764 shNOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$51.5M1,804,927 shGOLDMAN SACHS GROUP INC
$47.6M1,667,166 shMARSHALL WACE, LLP
$41.9M1,467,524 shSTATE STREET CORP
$37.2M1,302,162 sh
| Fund | Value | Shares |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $128.9M | 3,258,872 |
| BlackRock, Inc. | $115.3M | 4,042,681 |
| WELLINGTON MANAGEMENT GROUP LLP | $96.5M | 3,382,555 |
| Hood River Capital Management LLC | $88.9M | 3,117,545 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $77.1M | 2,702,632 |
| VANGUARD CAPITAL MANAGEMENT LLC | $61.5M | 2,155,764 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $51.5M | 1,804,927 |
| GOLDMAN SACHS GROUP INC | $47.6M | 1,667,166 |
| MARSHALL WACE, LLP | $41.9M | 1,467,524 |
| STATE STREET CORP | $37.2M | 1,302,162 |
More Healthcare Companies
View all Healthcare →Put ATRC on your watchlist
Track score changes the day AtriCure, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is ATRC a good stock to buy?
13F Pro's AI-powered analysis of AtriCure, Inc. (ATRC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ATRC are available on the ATRC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ATRC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ATRC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AtriCure, Inc.'s investment landscape.